Filed June 20, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 13-2638166 | Investment Management | $24,515 |
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $17,305 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $6,961 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,117 | $57,108+68.3% | $94,224+2.0% | $52,331+83.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -0.27% | 1.47%-1.7pp | 10.68%-11.0pp | 4.54%-4.8pp |
| Employer contribution / active EE | $5,616 | $1,735+223.6% | $3,587+56.6% | $1,882+198.4% |
| Participant deferral / active EE | $5,178 | $3,040+70.3% | $4,320+19.8% | $3,022+71.3% |
| Admin fee / account holder | $334 | $546-38.9% | $6,269-94.7% | $592-43.5% |